Mercor is hiring experienced Financial Advisors to collaborate with a top AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a central role in ensuring that AI-powered solutions are client-ready, compliant, and effective in delivering high-quality financial advice.
You’ll directly shape how AI handles tasks such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.
Please consider applying even if you don't meet 100% of what’s outlined
Why Mercor is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume.
Key Responsibilities
- Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance
- Calibrate investment and retirement planning models to ensure financial soundness and client suitability
- Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
- Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs
- Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems
Ideal Qualifications
- 2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory roles
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
- Deep understanding of financial planning principles, including retirement, estate, and investment planning
- Robust client-facing communication skills with the ability to interpret and explain complex financial strategies
- Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
- Location: US, UK, Canada, Australia or Europe preferred
Project Timeline
- Start Date: Immediate
- Duration: 1–2 months
- Commitment: ~20 hours/week, part-time
- Schedule: Fully remote, asynchronous, flexible hours
Compensation & Contract
- $70–$95 USD/hour, based on experience
- Performance bonuses, at the project’s discretion.
Seniority Level
- Associate
Employment Type
- Contract
Job Function
- Research and Finance
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